Credo Technology Group Holding Ltd vs International Business Machines Corp — how do they compare? Credo Technology Group Holding Ltd trades at $239.15 (market cap $44.04B), while International Business Machines Corp trades at $219.29 (market cap $204.02B). The key difference: International Business Machines Corp is far larger — about 4.6× Credo Technology Group Holding Ltd's market cap, and International Business Machines Corp pays a 3.11% dividend while Credo Technology Group Holding Ltd pays none. Which is the better fit depends on your goals.
| CRDO | IBM | |
|---|---|---|
Market Cap | $44.04B | $204.02B |
Sector | Technology | Technology |
52-Week High | $302.52 | $329.23 |
52-Week Low | $87.81 | $214.64 |
Enterprise Value | $42.62B | $262.04B |
Volume | — | 4,481,527 |
Dividend Yield | — | 3.11% |
Signals from Pluang's Aura AI — not financial advice
CRDO trades at $236.88, down 8.11% over the past 24 hours, with technical indicators showing neutral momentum near key support at $231. The company demonstrates exceptional fundamental strength with 35.37% net income margin and 34.41% ROE, though valuation metrics appear elevated with a P/E of 94.1. Recent earnings have consistently beaten expectations, with Q1 2026 EPS of $1.16 surpassing the $1.02 forecast.
The outlook remains positive with analyst consensus at $273.33 target (15.4% upside) and 87% buy ratings. Key risks include high valuation multiples and dependence on AI infrastructure demand growth. The company's strong cash flow generation and triple-digit revenue growth projections for 2026 support continued upside potential despite near-term volatility.
IBM trades at $290.23, up 0.93% with bullish technical signals and strong fundamental performance. The company reported Q1 2026 EPS of $1.91, beating expectations by 5.5%, continuing a trend of earnings outperformance. Revenue grew to $67.54B in 2025 with net income margin expanding to 15.61%, while analyst consensus shows mixed sentiment with 47% buy ratings.
IBM demonstrates solid profitability with improving margins and consistent earnings beats, though faces near-term headwinds from AI spending shifts impacting software demand. The stock offers 6.9% upside to consensus target of $310.21, but recent 25% price decline reflects market concerns about technology spending transitions and competitive pressures.
Trailing returns across standard periods
Latest headlines on both assets
Credo Technology provides high-speed connectivity solutions for AI-driven applications and hyperscale data centers. Its products enable faster, more energy-efficient data transmission for cloud and telecom infrastructure.
Read more on CRDO →International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →